A sale order comes to Order to upsell only if one creates the invoice according to the ordered quantity and the delivered quantity is greater than the invoiced quantity.

1. www.cybrosys.com
Upselling Invoice
in Odoo14

2. INTRODUCTION
❖ A sale order comes to Order to upsell only if one creates the invoice according to the
ordered quantity and the delivered quantity is greater than the invoiced quantity.
❖ To create an upselling invoice, the Invoicing policy should be ‘Ordered Quantity’.
❖ If we go through particular product details, in the invoice tab of that product we can see an
option called Invoicing policy.
❖ There we can see two options: ‘Ordered quantity’ and ‘Delivered quantity’.
❖ If we choose the Ordered quantity, one can create the invoice according to the ordered
quantity of that product and if choose Delivered quantity the invoice will create according to
the delivered quantity.

3. ❖ First of all, Goto Sales module > Orders > Orders

4. ❖ Now create a sale order by CREATE button

5. ❖ Add customer details etc. to the sale order and product to the sale order line .

6. ❖ Then, check your invoicing policy for this product on product page under Sales tab.And
set invoicing policy as Ordered quantity

7. ❖ Then, CONFIRM your sale order

8. ❖ Then,CREATE INVOICE for the sale order.

9. ❖ Then,CREATE AND VIEW INVOICE.

10. ❖ CONFIRM create invoice for this sale order

11. ❖ Goto to delivery created for this sale order

12. ❖ Make delivered quantity is greater than invoiced quantity and then VALIDATE

13. ❖ After that go to To Invoice > Orders to Upsell

14. ❖ We will get a new record from tree view of the Order to upsell

15. ❖ Make changes in quantity then CREATE INVOICE

16. ❖ We will get newly created invoice here.

17. ❖ After creating invoice for the remaining quantities the tree view will look like
following one.

18. For More
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